MERSEY FOREST FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 9 March 2015
Removed: Not supplied
Company number supplied: 09153749
Financial period: 1 July 2024 – 30 June 2025
Latest income: £123,686
Latest expenditure: £48,807
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Suites C, D, E & F, 14th Floor, The Plaza, 100 Old Hall Street, Liverpool, L3 9QJ

Website recorded by the regulator: www.merseyforest.org.uk (displayed as text)

02 Activities

What the charity does

The charitable activities are those of the enhancement and improvement, maintenance and protection of the environment and landscape within the North West, for the benefit of the public.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 17 April 2026
Date Accounts Received: 17 April 2026
Total Gross Income: £123,686
Total Gross Expenditure: £48,807

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 4 April 2025
Date Accounts Received: 4 April 2025
Total Gross Income: £57,976
Total Gross Expenditure: £38,674

Fin Period Start Date: 1 April 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 15 March 2024
Date Accounts Received: 15 March 2024
Total Gross Income: £38,119
Total Gross Expenditure: £3,454

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 30 January 2023
Total Gross Income: £13,926
Total Gross Expenditure: £5,034

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 17 January 2022
Date Accounts Received: 17 January 2022
Total Gross Income: £40,078
Total Gross Expenditure: £42,379

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 17 April 2026
Total Gross Income: £123,686
Total Gross Expenditure: £48,807
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 125

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 4 April 2025
Total Gross Income: £57,976
Total Gross Expenditure: £38,674
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 100

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 15 March 2024
Total Gross Income: £38,119
Total Gross Expenditure: £3,454
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 30 January 2023
Total Gross Income: £13,926
Total Gross Expenditure: £5,034
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 17 January 2022
Total Gross Income: £40,078
Total Gross Expenditure: £42,379
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Sefton
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Cheshire West & Chester
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Knowsley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: St Helens
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Wirral
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Liverpool City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

07 Official extract

Charity Event History

Charity Name: MERSEY FOREST FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2015-03-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 30/07/2014
Charitable Objects: (1) THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE PROMOTION FOR THE BENEFIT OF THE PUBLIC GENERALLY ANY CHARITABLE PURPOSE WITHIN THE NORTH WEST OF ENGLAND OR ELSEWHERE AS THE TRUSTEES SHALL DETERMINE CONNECTED WITH THE ENHANCEMENT AND IMPROVEMENT, MAINTENANCE AND PROTECTION OF THE ENVIRONMENT AND LANDSCAPE AND IN PARTICULAR TO:(A) PROMOTE, PROVIDE AND ENHANCE WOODLAND FOR THE BENEFIT OF THE PUBLIC;(B) PROMOTE THE GENERAL IMPROVEMENT OF AGRICULTURE AND OF INDUSTRY AND COMMERCE PARTICULARLY IN RELATION TO WOODLAND OR FORESTRY PRODUCTS;(C) PROMOTE AND PROVIDE FOR THE IMPROVEMENT OF DERELICT LAND OR HARMFUL SITES;(D) PROVIDE OR HELP TO PROVIDE FOR THE GENERAL PUBLIC FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION PARTICULARLY INVOLVING THE ENJOYMENT OF LAND AND WOODLAND AS A PUBLIC AMENITY (AND IN FURTHERANCE TO HELP TO PROVIDE SAFE AND CONVENIENT ROUTES AND MODES OF TRANSPORT FOR THE PUBLIC, FOR SAFE CYCLING, AND FOR THE DEVELOPMENT OF FACILITIES INCLUDING NATURE TRAILS, RESERVES AND SANCTUARIES, HORSE AND CYCLE AND FOOTWAYS, PARKLAND AND VISITOR FACILITIES AND CAR PARKS);(E) PROMOTE COMMUNITY PARTICIPATION IN HEALTHY RECREATION BY PROVIDING FACILITIES FOR PLAYING PARTICULAR SPORTS;(F) EDUCATE THE PUBLIC IN ENVIRONMENTAL MATTERS, IN ECOLOGY AND PROVIDE BETTER APPRECIATION OF THE ENVIRONMENTS AND WAYS OF BETTER SERVING, PROTECTING AND IMPROVING THE SAME AND EDUCATION AND TRAINING IN ALL MATTERS RELATING TO THE ENVIRONMENT AND ITS INTERACTION WITH THE SOCIAL AND ECONOMIC WELLBEING OF THE COMMUNITY;(G) PROMOTE THE ARTS WITHIN THE WOODLAND AND NATURAL ENVIRONMENTS;(H) PROMOTE FOR THE BENEFIT OF THE PUBLIC THE ECOLOGY AND USE OF THE NATURAL ENVIRONMENT AND ALL SPECIES LIVING IN IT;(I) PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, ENHANCEMENT AND IMPROVEMENT OF THE ENVIRONMENT AND TO EDUCATE THE PUBLIC IN THE IMPORTANCE OF SUSTAINABLE DEVELOPMENT IN RELATION TO ALL THE ACTIVITIES OF THE CHARITY. FOR THE PURPOSES OF THIS SUB-ARTICLE, THE PHRASE 'SUSTAINABLE DEVELOPMENT' SHALL MEAN DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS AND IN APPLYING THIS DEFINITION REGARD SHALL BE HAD TO THE FOLLOWING FACTORS NAMELY, TO SOCIAL PROGRESS WHICH RECOGNISES THE NEEDS OF EVERYONE; EFFECTIVE PROTECTION OF THE ENVIRONMENT; PRUDENT USE OF NATURAL RESOURCES AND MAINTENANCE OF HIGH AND STABLE LEVELS OF ECONOMIC GROWTH AND EMPLOYMENT;(J) PROMOTE AND PROTECT 'GREEN INFRASTRUCTURE' WHICH SHALL MEAN THE LIVING NETWORK OF GREEN SPACES, WATER AND OTHER ENVIRONMENTAL FEATURES IN BOTH RURAL AND URBAN AREAS AND SHALL INCLUDE TREES, PARKS, GARDENS, ROAD VERGES, ALLOTMENTS, CEMETERIES, WOODLANDS, RIVERS, WETLANDS, FARMLAND AND OTHER NATURAL FEATURES THAT OPERATE AS FLOOD PROTECTION, CARBON STORAGE OR WATER PURIFICATION; AND(K) PROTECT THE ENVIRONMENT AGAINST THE EFFECTS OF CLIMATE CHANGE INCLUDING THE CARRYING OUT OF ACTIVITIES TO MITIGATE THE EFFECTS OF, AND ADAPT TO, CLIMATE CHANGE.(2) SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME.
Area Of Benefit: KNOWSLEYLIVERPOOL CITYSEFTONWIRRALST HELENS

09 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Paying staff